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Learn how to add users with their own log in details and set up each with unique access rights. This session has now taken place, but you can catch up with a recording here >

Our company needs to report on forecasting by client rather than by sage crm user. Does anyone have ideas on how we could go about this as we have been told that we would need to look at customization, which comes at a cost? We have about 12 blue chip…

I created adashboard gadget that is a HTML page displaying Sage100 information. What i would like to do it have the HTML page redirect based on the current user that is logged into CRM. Is it possible for me to extract what the login is of the current…

Hi, I have a user whom I want to restrict to only be able to enter transactions for one of our companies on X3. I can see that this can be done by creating a new functional profile, and adding the company restriction under every function, but this…